we're taxing or capital, taxes our seed corn. how you will that affect all this? >> that means you don't get to your gdp, but you have good things going on in housing. if you look at the core logic numbers this past month, that's very encouraging. in the face of all this, we have four years highs in consumer confidence. to me there are pockets in the manufacturing sector that have siege a resurgence, construction, grid repair, a lot of these power energy management solutions, kind of making these more efficient, if you will. there are some areas that will do better next year. that's where you want to investivities let's put the fiscal cliff aside, because they are not going to let the tax cuts expire. i'm here, i've been in politics for a long time. they won't do it. where would you invest? you sound pretty optimistic. where would you invest? >> i would say this, this fiscal inclusiver cliff, you have to use the weakness to buy. you're not chasing the strength. housing for sure, but i would also say go to where the companies reported in the third quarter, where di